Send invoices within 2 minutes of every order and cut your invoicing time by 4 hours/week.
~4 hrs
Saved / wk
Medium
Setup
No AI
AI
When a customer fills out a Cognito Forms order form (an online form builder), this workflow grabs their details and sends them a PayPal Business invoice automatically. You get paid faster without writing a single invoice by hand.
~4 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Build your order or quote request form in Cognito Forms
Step 2: Connect Cognito Forms to Make using a webhook (a real-time data connection)
Step 3: Map form fields — customer name, email, service, and amount — to PayPal invoice fields
Step 4: Set Make to call the PayPal API (the connection that lets software talk to PayPal) and create a draft invoice
Step 5: Add a step to send the invoice to the customer's email automatically
Step 6: Test with a sample form submission and confirm the invoice arrives
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See PlansCognito Forms is an online form builder that lets you create anything from simple contact forms to complex multi-page workflows with conditional logic, calculations, and payment collection — all without writing code. You drag and drop fields, set up rules for which sections appear based on answers, and embed the form on your website. The platform handles payment processing through Stripe, Square, or PayPal right inside your forms. Repeating sections let respondents add multiple items dynamically. Free tier includes unlimited forms with 500 entries/month. Paid plans start at $15/month.
PayPal Business is a great fit for small online sellers, freelancers, and service businesses that want a fast, trusted way to get paid. You can accept credit cards, debit cards, PayPal, Venmo, and Pay Later options all from one account. There are no monthly fees to get started — you only pay a small fee per transaction. It connects with most major eCommerce platforms and lets you send invoices, issue refunds, and pay out to others too.
Visual workflow automation connecting 3,000+ business apps. Build multi-step automations with branching logic, data transformation, and error handling — all by dragging and dropping on a visual canvas. Formerly Integromat. Free: 1,000 credits/month. Core: $9/month. Pro: $16/month. SOC 2 and GDPR compliant.
